About Us
We are an independent insurance agency located in Huntington Beach, CA, with over 20 years of experience that takes a holistic approach to asset protection. When we work with our clients, we spend the time to gain an understanding of each individual’s current financial and insurance situation and work with them to define their goals clearly. Through this process, we will identify any deficiencies in our client’s existing approach and develop a plan to address any gaps and make any changes necessary to take their current and future financial, insurance, asset planning, and family needs into account. We offer all forms of protection, including living trusts, tax preparation, safe retirement strategies, legal plans, health insurance, life insurance, and much more.
Holistic Approach to Asset Planning
All too often, individuals work with various professionals to piece together a financial and asset protection plan. However, this can result in a plan with gaps, overlapping strategies causing confusion and potentially leaving you in a situation when you need protection or planning but don’t have it. Our approach, as we mentioned earlier, is a holistic one. By working with us to develop a comprehensive asset protection plan, we will ensure that all the appropriate planning and products are in place to protect your assets and your loved ones in any situation.
Multi-Step Asset Planning Process
We use a multi-step approach to the asset planning process.
- Initial consultation to discuss goals and expectations and define our scope of work
- Gather information on all existing asset planning tools and products currently in place
- Analyze your current state identify any potential changes, additions, or alternative solutions
- Develop a comprehensive asset protection plan that identifies all products and services required to meet your needs
- Present your asset plan that covers all potential solutions, including preparing alternatives, answering questions, making any requested adjustments to reach desired goals while always being mindful of your budget.
- Suggest periodic reviews and revisions and update your plan when any major life event occurs.
Each plan is tailored to the client’s expressed needs and is updated annually or when significant personal or financial changes occur. Reaching financial goals is an ongoing process, and goals are reached over time. As a result, periodic reviews are essential to success.
When it comes to providing insurance for your family or business’s needs, we only work with highly rated insurance companies that can provide the protection our clients need with the benefits flexibility to customize solutions to your needs all within your budget.
